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ARGOSY WEALTH MANAGEMENT CORPORATION

Advisory

N·LOS ANGELES, CA

Data as of Jul 10, 2020 · Source: SEC Form ADV

Total AUM
$281M
1-Year AUM Growth
-1.9%
3-Year CAGR
+18.0%
Employees
8
Assets Under Management
Total AUM$281M
Discretionary AUM$281M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees8
Investment Advisers10
Employee Growth (1Y)—
Filing History
Total Filings on Record13
First FilingMar 11, 2015
Latest FilingJul 10, 2020
🔒 Full AUM trend chart and 13 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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